Member Info for PCompany

Literally their job.

Https://x.com/Tamarminerals/status/2038905699321700815?s=20

Interested - link?

This looks like a punt now. Im not sure the risk/reward ratio is fair not can I quantify what the upside is but I am willing to risk a bit.

The problem is that AJ Bell has now restricted buying in this stock. You can sell if you hold but they wont allow you to buy.

Very odd; and concerning

Been whatching this for a few weeks now. The company is doing an awful job at explaining why anyone should invest in it. If you want to buy a BTC treasury business you can buy MSTR. If you want BTC you can buy that.

What is it about what SATS is doing that would justify anyone buying in at these levels? What's the long term USP for this business vs the other BTC treasuries or the underlying (BTC)?

Genuine question....

Another video just posted from their site visit

https://x.com/CriticalMinRes/status/1950848062009860102

Agree. I like the sound of the new project which seems complimentary to the existing asset Base.

News narrative is heavily shifted to critical minerals and the trading adds a unique angle

Buy I reckon

Mgmt clearly have little to do here. Using shareholder money for buybacks will not hold the price up forever. It's worrying that they can't find any NAV accretive deals to do when the junior to mid cap mining market is literally crying out for capital. The "investment team" haven't generated one organic royalty idea as far as I can see. Very poor from what could be a fantastic platform to build value.

Cobalt is buggered. They overpaid at precisely the wrong time

Anyone understand what's going on with this stock? Non existent newsflow. They can't have much working capital left and the CEO and "Chairman" are nowhere to be seen.

What on earth are the mgmt doing here? Since Marc La Fleche took over this share has been a dog

Ever since the "new" CEO took over from Julian, this share has been going downhill. Total lack of communications from their IR team. I looked the IR guy up and he was described as "worst in class" by an investor in a previous company that he worked at.

Can't see any reason to buy this with such poor mgmt. SELL

Cloudbreak's website seems to have gone offline

Also, spotted this in their interims

"During the six-month period up to December 2022, the Group paid Cronin Services £424,573 for the provision of consulting and management services during the year (2021: 488,484) a company controlled by the CEO, Kyler Hardy. These were in relation to consultancy fees under a management service agreement dated 1 February 2020 and 1 June 2021. The amount outstanding owing to Cronin Services at the period-end was £638,275 (2021: £750,184). "

Punchy

Doesn't change that fact that they've done nothing for over 12 months now.

Commodity outlook for their portfolio isn't great in the short term and the deleveraging at pace is curious. Mining companies are struggling to raise equity meaning that this is a perfect market to go out and proactively build the royalty portfolio directly with the miners (rather than paying up for second hand deals).

Other companies are doing deals in the commodities APF says it's focused on. They're losing out.

When was the last deal they actually did? Hard to be positive when other companies are doing things and Anglo seems to sit there and do nothing.

Webinar is starting in 5 mins. Should be a good chance to ask questions and get the latest!

Opportunity to discuss the placing next week at the webinar

Looks like there's a webinar being hosted by their Institutional Investor Relations provider on March 10th with a Q&A session following. I've just signed up but it's great to see them engaging with shareholders.

Sign up link: https://bit.ly/3ho61EL

It's not a REIT. That's a mischaracterisation and is completely wrong.

Cloudbreak is a project generator company. These are fairly well understood in Canada (where most of CDL's mgmt are based) but relatively new conceptually in London. CDL looks undervalued for the assets they have and shareholders are not exposed to the sort of dilution that normally accompanies early stage mineral exploration as CDL partners with other companies who take the burden of the financial risk.